Consolidated Returns as of 30 June 2024
Holding the Vanguard LifeStrategy Moderate Growth Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~40 years), the longest period with a negative return lasted 61 months (from February 2004 to February 2009).
This means that every rolling period of 62 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Vanguard LifeStrategy Moderate Growth Portfolio: ETF allocation and returns page.
Previous vs subsequent Returns
Considering all 10-year rolling periods, is there a relationship between past and future returns, at a given date?
In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related.
Neighboring data is aggregated and occurrences are indicated. It is possible to zoom by clicking or drawing the desired area
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The annualized return of the last 10 years has been 6.11% (updated at Jun 30, 2024).
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.88% |
+43.03%
Sep 1985 - Aug 1986 |
-28.61%
Mar 2008 - Feb 2009 |
17.49%
81 out of 463 |
US Inflation Adjusted | +7.08% |
+40.82%
Sep 1985 - Aug 1986 |
-28.61%
Mar 2008 - Feb 2009 |
23.97%
111 out of 463 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.14% |
+33.65%
May 1985 - Apr 1987 |
-14.29%
Mar 2007 - Feb 2009 |
12.86%
58 out of 451 |
US Inflation Adjusted | +6.17% |
+30.27%
Apr 1985 - Mar 1987 |
-16.01%
Mar 2007 - Feb 2009 |
17.07%
77 out of 451 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.72% |
+22.74%
Mar 1985 - Feb 1988 |
-6.84%
Apr 2000 - Mar 2003 |
6.38%
28 out of 439 |
US Inflation Adjusted | +5.83% |
+19.15%
Mar 1985 - Feb 1988 |
-9.08%
Apr 2000 - Mar 2003 |
17.08%
75 out of 439 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.22% |
+20.62%
Jan 1985 - Dec 1988 |
-2.67%
Mar 2005 - Feb 2009 |
1.87%
8 out of 427 |
US Inflation Adjusted | +5.53% |
+16.63%
Jan 1985 - Dec 1988 |
-5.08%
Mar 2005 - Feb 2009 |
10.30%
44 out of 427 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.85% |
+20.17%
Jan 1985 - Dec 1989 |
-0.49%
Mar 2004 - Feb 2009 |
0.24%
1 out of 415 |
US Inflation Adjusted | +5.27% |
+15.92%
Jan 1985 - Dec 1989 |
-3.05%
Mar 2004 - Feb 2009 |
3.37%
14 out of 415 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.48% |
+15.85%
Mar 1985 - Feb 1991 |
+3.64%
Aug 1997 - Jul 2003 |
0.00%
0 out of 403 |
US Inflation Adjusted | +5.09% |
+12.13%
Mar 2009 - Feb 2015 |
+0.21%
Nov 2017 - Oct 2023 |
0.00%
0 out of 403 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.25% |
+16.31%
Jan 1985 - Dec 1991 |
+2.06%
Mar 2002 - Feb 2009 |
0.00%
0 out of 391 |
US Inflation Adjusted | +5.12% |
+11.91%
Jan 1985 - Dec 1991 |
-0.51%
Mar 2002 - Feb 2009 |
0.51%
2 out of 391 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.25% |
+14.58%
Jan 1985 - Dec 1992 |
+1.30%
Mar 2001 - Feb 2009 |
0.00%
0 out of 379 |
US Inflation Adjusted | +4.82% |
+10.37%
Jan 1985 - Dec 1992 |
-1.07%
Mar 2001 - Feb 2009 |
1.06%
4 out of 379 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.40% |
+14.70%
Jan 1985 - Dec 1993 |
+0.61%
Mar 2000 - Feb 2009 |
0.00%
0 out of 367 |
US Inflation Adjusted | +4.92% |
+10.61%
Jan 1985 - Dec 1993 |
-1.86%
Mar 2000 - Feb 2009 |
2.18%
8 out of 367 |
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Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.69% |
+13.21%
Jan 1985 - Dec 1994 |
+2.00%
Mar 1999 - Feb 2009 |
0.00%
0 out of 355 |
US Inflation Adjusted | +5.17% |
+9.29%
Jan 1985 - Dec 1994 |
-0.58%
Mar 1999 - Feb 2009 |
0.85%
3 out of 355 |
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Annualized Rolling Returns - 11 Years (132 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.70% |
+13.94%
Jan 1985 - Dec 1995 |
+2.62%
Mar 1998 - Feb 2009 |
0.00%
0 out of 343 |
US Inflation Adjusted | +5.21% |
+10.10%
Jan 1985 - Dec 1995 |
+0.11%
Mar 1998 - Feb 2009 |
0.00%
0 out of 343 |
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Annualized Rolling Returns - 12 Years (144 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.58% |
+13.63%
Jan 1985 - Dec 1996 |
+3.84%
Mar 1997 - Feb 2009 |
0.00%
0 out of 331 |
US Inflation Adjusted | +4.97% |
+9.80%
Jan 1985 - Dec 1996 |
+1.39%
Mar 1997 - Feb 2009 |
0.00%
0 out of 331 |
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Annualized Rolling Returns - 13 Years (156 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.21% |
+13.62%
Apr 1985 - Mar 1998 |
+4.32%
Mar 1996 - Feb 2009 |
0.00%
0 out of 319 |
US Inflation Adjusted | +4.93% |
+10.04%
May 1985 - Apr 1998 |
+1.81%
Mar 1996 - Feb 2009 |
0.00%
0 out of 319 |
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Annualized Rolling Returns - 14 Years (168 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.15% |
+13.79%
Jan 1985 - Dec 1998 |
+5.26%
Oct 1997 - Sep 2011 |
0.00%
0 out of 307 |
US Inflation Adjusted | +4.78% |
+10.24%
Jan 1985 - Dec 1998 |
+2.73%
Oct 1997 - Sep 2011 |
0.00%
0 out of 307 |
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Annualized Rolling Returns - 15 Years (180 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.09% |
+13.91%
Jan 1985 - Dec 1999 |
+4.76%
Oct 2007 - Sep 2022 |
0.00%
0 out of 295 |
US Inflation Adjusted | +4.78% |
+10.40%
Jan 1985 - Dec 1999 |
+2.33%
Oct 2007 - Sep 2022 |
0.00%
0 out of 295 |
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Annualized Rolling Returns - 16 Years (192 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.17% |
+12.75%
Jan 1985 - Dec 2000 |
+4.90%
Nov 2007 - Oct 2023 |
0.00%
0 out of 283 |
US Inflation Adjusted | +4.78% |
+9.26%
Jan 1985 - Dec 2000 |
+2.40%
Nov 2007 - Oct 2023 |
0.00%
0 out of 283 |
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Annualized Rolling Returns - 17 Years (204 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.24% |
+11.61%
Jan 1985 - Dec 2001 |
+5.21%
Jan 2000 - Dec 2016 |
0.00%
0 out of 271 |
US Inflation Adjusted | +4.74% |
+8.25%
Jan 1985 - Dec 2001 |
+2.89%
Nov 2006 - Oct 2023 |
0.00%
0 out of 271 |
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Annualized Rolling Returns - 18 Years (216 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.27% |
+10.45%
Jan 1985 - Dec 2002 |
+5.59%
Apr 2000 - Mar 2018 |
0.00%
0 out of 259 |
US Inflation Adjusted | +4.78% |
+7.16%
Jan 1985 - Dec 2002 |
+3.34%
Mar 1991 - Feb 2009 |
0.00%
0 out of 259 |
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Annualized Rolling Returns - 19 Years (228 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.34% |
+11.05%
Jan 1985 - Dec 2003 |
+5.17%
Jan 2000 - Dec 2018 |
0.00%
0 out of 247 |
US Inflation Adjusted | +4.84% |
+7.80%
Jan 1985 - Dec 2003 |
+2.96%
Jan 2000 - Dec 2018 |
0.00%
0 out of 247 |
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Annualized Rolling Returns - 20 Years (240 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.28% |
+11.07%
Jan 1985 - Dec 2004 |
+5.02%
Apr 2000 - Mar 2020 |
0.00%
0 out of 235 |
US Inflation Adjusted | +4.75% |
+7.80%
Jan 1985 - Dec 2004 |
+2.88%
Apr 2000 - Mar 2020 |
0.00%
0 out of 235 |
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To obtain comprehensive information, please consult the Vanguard LifeStrategy Moderate Growth Portfolio: ETF allocation and returns page.